New Client Form - Individual

New Client Details Form

CLIENT DETAILS

First Name *

Last Name *

Preferred Name

Date of Birth *

Your Personal Tax File Number (TFN) *

ABN (if applicable)

Occupation *

Business Name

Place of birth (city, state & country)

Do you have a spouse? *

YesNo

The ATO defines a spouse as another person (of any sex) who you are in a relationship with that is registered under a prescribed state or territory law, or although not legally married to you, lives with you on a genuine domestic basis in a relationship as a couple.

Do you have any dependent children? *

YesNo

A dependent child is your child who is under 21 years old, or 21 to 24 years old and a full-time student at a school, college or university. The child must be an Australian resident and you must have contributed to their maintenance.

CONTACT DETAILS

Home Phone

Mobile Phone

Work Phone

Email *

Best way to contact you *

Mobile PhoneWork PhoneHome PhoneEmail

Any special instructions you would like us to note when contacting you?

Residential Address *

Postal Address

SPOUSE DETAILS

Full Name *

Date of Birth *

Will Intrinsic Accounting be lodging a tax return for your spouse? *

YesNoUnsure

Spouse' Tax File Number (TFN) *

Spouse' Tax File Number (TFN)

Spouse' Annual Taxable Income (est.) *We use this estimate to work out whether you are entitled to certain tax offsets and rebates.

Occupation

ABN (if applicable)

Business Name

Place of birth (city & state)

Mobile Phone

Email

Address

RELATED ENTITIES (if applicable)

Do you have any related entities (Companies/Trusts/Partnerships, etc.)? *

YesNo

Type of entities *

CompanyTrustPartnershipOther (please specify)

Company Name

Company ABN *

Company TFN *

Company Website

Company Documents

Browse

Please upload a copy of the company's Register of Officers or other ASIC documents showing details of the Company Directors

Do you have a Director's ID? *

YesNo

Director's ID

You need a director identification number (director ID) if you're a director of a company.

You can apply here: Apply for your director ID | Australian Business Registry Services (ABRS)

Trust Name

Trust ABN

Trust TFN *

Trust Documents

Browse

Please upload a copy of the Trust Deed and any other relevant documents showing details of Trustee/s and Beneficiaries

Partnership Name

Partnership ABN

Partnership TFN *

Partnership Documents

Browse

Please upload a copy of the Partnership Contract and/or any other relevant documents showing details of the partners

Please specify Other Entity type

Other Entity Name

Other Entity ABN

Other Entity TFN *

Just out of interest...

Referring Person's Name

Other (please specify)

What's your go-to tea/coffee order?

What's your cold beverage of choice?

Which sports team/s do you support?

Go the BRONCOS!!

AUTHORISATIONS

How do you want your ATO correspondence delivered? *

Directly to mevia Intrinsic Accounting

Would you like to receive newsletters from us? *

YesNo

* You can unsubscribe at any time

Previous Accountants Details (Name and Contact Details)We may need to contact your previous accountant for information they hold (eg. depreciation schedules, trust deeds, company registers)

Please enter your bank account details. This is the account your tax refund will be paid into, if applicable.

Bank

Account Name

BSB

Account Number

SIGNATURE

I give authority to Intrinsic Accounting Pty Ltd to act on my/our behalf as Tax Agent, until revoked in writing. *

I agree to have ATO correspondence sent directly to me as indicated above and provide this authority to change my preferred address for communication services. *

I agree to have ATO correspondence sent via Intrinsic Accounting as indicated above and provide this authority to change my preferred address for communication services. *

I agree to have my tax refund paid into the bank account provided above, if applicable. *

I confirm that above information I have provided is true, complete and accurate, and I have the authority to make this declaration for all entities listed above. *

Client Signature *

Draw signature|Type signatureClear

Today's Date *

Please upload a copy of Photo ID (eg. Driver's licence or Passport) *

Browse

No photo ID will be retained on file by Intrinsic Accounting. This is required to confirm the above details to meet the Tax Practitioner's Board (TPB) Proof of Identity (POI) requirements prior to acting on your behalf.

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